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Roxbury Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Roxbury Financial’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-283
Closed -$13.2K – 394
2024
Q4 		$13.2K Buy
+283
New +$13.1K 0.01% 285

Other funds holding TFI

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roxbury Financial's TFI Position: Q1 2025 in Review

Roxbury Financial sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 283 shares — an estimated $13.2K sold.

Roxbury Financial first reported a position in TFI in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Roxbury Financial reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 283 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $13.2K.
  • Roxbury Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $13.2K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.